Emerging Market Debt: Perceived Risks Greater Than Actual risks
The Stern family has been an active investor in emerging markets for generations.  In the nineteenth century, the family and its banks help to found
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Roman Holiday
Everyone wants a Roman holiday!  Americans are back in Paris!  Hotels are full, restaurants are booked, luxury stores have long lines outside, and good luck
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Luxury brands, NFTs and the metaverse
After two years of absence from museum visits, when a friend suggested that we meet up at the British Museum to see ‘Hokusai: The Great
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Commentary
Thank you for Everything
The death of Queen Elizabeth II marked the end of a long and prosperous era and the beginning of a new one.  She was a
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Commentary
Reasons for Optimism
Over the past two months, the mood has lifted across markets.  As we expected, our companies rebounded strongly in July with a broadening out of macro-economic concerns
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Commentary
A win, win Opportunity
Stock markets have rebounded somewhat from the lows they reached in June. We continue to be at a turning point. As the global economy recovers
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